Jim Simons
SCHV

Jim Simons’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jim Simons’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$604K Sell
19,800
-27,800
-58% -$866K ﹤0.01% 2520
2025
Q4 		$1.41M Sell
47,600
-101,200
-68% -$2.96M ﹤0.01% 2083
2025
Q3 		$4.33M Buy
148,800
+41,700
+39% +$1.18M 0.01% 1583
2025
Q2 		$2.96M Buy
107,100
+85,500
+396% +$2.25M ﹤0.01% 1856
2025
Q1 		$574K Sell
21,600
-101,800
-82% -$2.73M ﹤0.01% 2686
2024
Q4 		$3.22M Buy
123,400
+39,418
+47% +$1.06M ﹤0.01% 1727
2024
Q3 		$2.25M Buy
83,982
+72,282
+618% +$1.86M ﹤0.01% 1944
2024
Q2 		$289K Sell
11,700
-170,100
-94% -$4.2M ﹤0.01% 2920
2024
Q1 		$4.6M Buy
181,800
+114,000
+168% +$2.73M 0.01% 1460
2023
Q4 		$1.58M Buy
67,800
+57,600
+565% +$1.26M ﹤0.01% 2096
2023
Q3 		$219K Sell
10,200
-18,000
-64% -$404K ﹤0.01% 3059
2023
Q2 		$631K Buy
+28,200
New +$616K ﹤0.01% 2745
2023
Q1 		– Sell
-10,500
Closed -$231K – 4334
2022
Q4 		$231K Sell
10,500
-27,900
-73% -$604K ﹤0.01% 3354
2022
Q3 		$749K Buy
38,400
+13,800
+56% +$297K ﹤0.01% 2672
2022
Q2 		$512K Buy
+24,600
New +$552K ﹤0.01% 3153
2022
Q1 		– Sell
-66,900
Closed -$1.63M – 4416
2021
Q4 		$1.63M Buy
66,900
+40,500
+153% +$959K ﹤0.01% 2297
2021
Q3 		$594K Buy
+26,400
New +$611K ﹤0.01% 2818
2021
Q2 		– Sell
-35,100
Closed -$764K – 3736
2021
Q1 		$764K Buy
35,100
+11,100
+46% +$231K ﹤0.01% 2731
2020
Q4 		$476K Buy
+24,000
New +$449K ﹤0.01% 2840
2020
Q3 		– Sell
-41,700
Closed -$697K – 3645
2020
Q2 		$697K Buy
+41,700
New +$681K ﹤0.01% 2727
2020
Q1 		– Sell
-57,300
Closed -$1.15M – 3743
2019
Q4 		$1.15M Buy
57,300
+16,800
+41% +$326K ﹤0.01% 2563
2019
Q3 		$766K Buy
40,500
+24,600
+155% +$460K ﹤0.01% 2699
2019
Q2 		$298K Buy
+15,900
New +$294K ﹤0.01% 3176
2018
Q4 		– Sell
-14,400
Closed -$269K – 3584
2018
Q3 		$269K Sell
14,400
-11,562
-45% -$214K ﹤0.01% 3052
2018
Q2 		$460K Buy
+25,962
New +$463K ﹤0.01% 2858

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jim Simons's SCHV Position: Q1 2026 in Review

Jim Simons reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 58% in Q1 2026, selling an estimated $866K and leaving 19,800 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Jim Simons first reported a position in SCHV in Q2 2018 and has held it in 25 quarters since. The position peaked at $4.6M in Q1 2024. 968 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Jim Simons held 19,800 shares of Schwab US Large-Cap Value ETF worth $604K as of Q1 2026.
  • Jim Simons sold 27,800 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $866K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2520 holding.
  • Jim Simons first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 25 quarters since.
  • Jim Simons's Schwab US Large-Cap Value ETF position peaked at $4.6M in Q1 2024.
  • 968 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.